Systems and methods for providing a two-way, intelligent text messaging platform

ABSTRACT

The present invention provides systems and methods for improved communication management. The present invention provides a platform for providing intuitive, semi-automated, large-scale, two-way text messaging communication between a client or customer (e.g., business or company) and participants/recipients tied to, or otherwise associated or registered with a service provided by the client or customer. The platform provides a consolidated web-based interface with which the client/customer may interact to manage the handling of participant data and to further manage the transmission of targeted outgoing text messages to one or more participants. The web-based interface further allows for the client/customer to automate the handling of an incoming text messages and data associated therewith, including, but not limited to, database updates, creation of automated responses to incoming text messages, and other actions, such as analysis of participant engagement based on participant response and output of engagement metrics.

CROSS REFERENCE TO RELATED APPLICATIONS

This application claims the benefit of, and priority to, U.S.Provisional Application Ser. No. 62/239,264, filed Oct. 8, 2015, thecontent of which is incorporated by reference herein in its entirety.

FIELD OF THE INVENTION

The present disclosure relates generally to communication management,and, more particularly, to a platform for providing intuitive,semi-automated, large-scale, two-way text messaging communicationbetween participants registered with a service and the provider of saidservice.

BACKGROUND

In today's competitive environment, access to immediate information iscrucial. With continual advancements in communication technologies, manyhave become accustomed to, and even expecting, access to instantaneousinformation and the ability to be constantly available to others. ShortMessage Service (SMS) is rapidly becoming the messaging medium of choicefor larger and larger segments of the public. SMS is a text messagingservice utilizing standardized communications protocols for the exchangeof text messages to mobile devices, specifically mobile or cellularphones. Accordingly, SMS enables users of mobile devices the benefits ofthe often limited functions from the world of paging, email, and instantmessaging.

The advent of digital cellular, and more particularly SMS, providesnumerous benefits to the wireless world that were previouslyunavailable, thus aiding the population's need for constant informationand constant availability. Text messaging is a fast and convenient wayto communicate short messages between users of mobile devices. There arealso information services that use text messaging to deliver content ofinterest (e.g., news, weather, sports, financial markets, entertainment)to a base of subscribers. Accordingly, SMS broadcasting is a widely usedtechnology, with more and more companies and service providerscommunicating to their customers via SMS.

SUMMARY

The present invention provides a platform for providing intuitive,semi-automated, large-scale, two-way text messaging communicationbetween a client or customer (e.g., business or company) andparticipants/recipients tied to, or otherwise associated or registeredwith a service provided by the client or customer. The platform providesa consolidated web-based interface with which the client/customer mayinteract to manage the handling of participant data and to furthermanage the transmission of text messages to one or more participants.The web-based interface further allows for the client/customer toautomate, or semi-automate, the handling of incoming text messages anddata associated therewith, including, but not limited to, databaseupdates, creation of automated responses to incoming text messages, andother actions, such as analysis of participant engagement based onparticipant response and output of engagement metrics.

The platform is generally configured to create profiles for eachparticipant based on input of participant data input as well as ongoingcollection of participant data via receipt of incoming text messageresponses from participant's. The web-based interface allows for one ormore users associated with the client/customer to create and scheduleoutbound messages to be sent to targeted participants. The outboundmessages are two-way capable, in that, a participant is able to respondto an outgoing text message by sending an incoming response textmessage, at which point, the platform is then configured to provide anautomated response management approach in addressing participantresponses and handling of participant data based on the participantresponses.

In particular, the platform is configured to receive an incomingparticipant's response text message and perform one or more reactiveactions based on an analysis of the participant's response. In someembodiments, the platform includes an automated response systemconfigured to perform an automatic action in response to the incomingmessage. For example, the platform may be configured to take one or moreactions in response to the participant's response text message, whereinthe actions may be determined by predefined rules or protocols set byone or more users associated with the client/customer. The platform maybe configured to update a participant's profile with data derived fromthe response text message, as well as further determine whetheradditional outgoing messages are required in response. By continuallyupdating a participant's profile, certain participants may no longerfall within the specific participant profile variables, and thus may nolonger receive automated messages originally targeting them, whileadditional information may be required for other participants. As such,the platform may be configured to determine whether additional outgoingmessages are required in response and thus generate automated outgoingmessages to be sent to the participant so as to elicit more data fromthe participant.

Additionally, or alternatively, in some embodiments, the platform isconfigured to route the incoming text message to an inbox provided inthe web-based interface, at which point one or more users associatedwith the client/customer have the ability to review the participant'sresponse message and determine whether they wish to reply directly tothe participant.

In one aspect, the present invention provides a system for providingintuitive, semi-automated management of communication data received fromone or more mobile devices over a large-scale two-way communicationsplatform. The system includes a server configured to communicate andexchange communication data with one or more mobile devices over anetwork. The server includes a hardware processor coupled tonon-transitory, computer-readable memory containing instructionsexecutable by the processor to cause the server to provide a web-basedplatform having an interface with which authorized users associated witha client or customer providing a service can interact for the managementof communications to and from mobile devices of participants registeredwith the service. The server is further configured to receive, inresponse to an outgoing communication message, an incoming communicationmessage from a mobile device of a participant to which the outgoingcommunication message was delivered. The outgoing communication messageincludes data including a question or request for an answer orinformation from the participant and the incoming communication messagedata includes an answer or information in response to the question orinformation request of the outgoing communication message. The server isfurther configured to update a participant profile stored in aparticipant database on-the-fly with the incoming communication messagedata and analyze the updated participant profile to determine one ormore actions to be performed.

In some embodiments, the analysis of the updated participant profilegenerally includes a comparison of participant profile data variableswith predefined criteria associated with one or more outgoingcommunication messages scheduled to be transmitted to one or more targetparticipants for eliciting participant response. The predefined criteriamay include, for example, a set of requested participant data.

The server is configured to automatically perform one or more of a firstset of actions based on a positive correlation of the participantprofile data variables with the predefined criteria. A positivecorrelation of participant profile data variables with the predefinedcriteria occurs when the participant data falls within the scope of therequested participant data. Upon positive correlation, the server isconfigured to determine whether all requested participant data or aportion of the requested participant data has been received. In theevent that all request participant data has been received, the server isconfigured to automatically remove the participant from a list oftargeted participants, as that participant has met their requirements asfar as answering questions or providing information. In the event thatonly a portion of the request participant data has been received, theserver is configured to automatically schedule the transmission of oneor more outgoing communication messages to the mobile device of theparticipant to elicit additional participant response.

The server is configured to automatically perform one or more of asecond set of actions based on a lack of correlation of the participantprofile data variables with the predefined criteria. A lack ofcorrelation of participant profile data variables with the predefinedcriteria occurs when the participant data falls outside the scope of therequested participant data. Upon lack of correlation, the server isconfigured to automatically schedule the transmission of one or moreoutgoing communication messages to the mobile device of the participantto elicit participant response for requested participant data.Additionally, or alternatively, the server is configured to provide analert to an authorized user indicating that the received incomingcommunication message from the participant lacks correlation with therequested participant data of the delivered outgoing communicationmessage.

In some embodiments, the incoming and outgoing communication messagesare text messages, such that the server is configured to transmit andreceive the text messages via a short message service (SMS).Additionally, or alternatively, in some embodiments, at least one of theincoming and outgoing communication messages may include at least onedata file including, but not limited to, an image file, a video file, anaudio file, a document file, and a combination thereof. As such, theserver may be configured to receive or transmit the incoming andoutgoing communication messages, respectively, via a multimediamessaging service (MMS).

Research and experience have shown text messaging to be one of the mosteffective ways to reach and interact with certain populations,particularly in instances in which participant response and engagementis important. In one example, the client or customer may generallyprovide a service related to college and/or career counseling servicestargeting prospective students (e.g., high school juniors and/orseniors) or current students. The platform is configured to manage thetransmission and receipt of SMS text messages to and from students in anintuitive manner so as to improve student engagement with the service.The research-driven intelligence of the platform can ensure each messageis relevant for each student, delivering a personalized experience tokeep students engaged and on track. The platform enables aclient/customer to use existing data to ensure the right text reachesthe right student at the right time, improving outcomes such as collegeattainment, persistence, attendance and more.

The present invention provides numerous advantages over current systems.The platform's functionality targets high-volume, large participantinteractive communications in which data can inform the timing andcontent of a message to make it highly relevant to participants.Accordingly, the intelligent text messaging platform of the presentinvention delivers high participant engagement and statisticallysignificant outcomes, thereby empowering customers/clients to leveragetext messaging to produce real results and engagement in acost-effective way.

BRIEF DESCRIPTION OF THE DRAWINGS

Features and advantages of the claimed subject matter will be apparentfrom the following detailed description of embodiments consistenttherewith, which description should be considered with reference to theaccompanying drawings.

FIG. 1 is a block diagram illustrating one embodiment of an exemplarysystem for providing an SMS communication management platform between aclient/customer and one or more participants associated with theclient/customer.

FIG. 2 is a block diagram illustrating the system of FIG. 1 in greaterdetail.

FIG. 2A is a block diagram illustrating one embodiment of acommunication network for allowing communication and exchange of databetween the SMS communication management platform and the mobile devicesof one or more participants.

FIG. 3 is a block diagram illustrating at least one embodiment of a SMScommunication management platform in greater detail.

FIG. 4 is a block diagram illustrating the security management moduleprovided by the SMS communication management platform in greater detail.

FIG. 5 is a block diagram illustrating the data collection/managementand message creation/management modules provided by the SMScommunication management platform in greater detail and theirinteraction with databases storing data associated with the one or moreuser and participant profiles, messages (sent, received, and scheduledto send), and automated message programs (e.g., automated outgoingprograms, automated response programs, etc.).

FIGS. 6-8 are block diagrams illustrating one embodiment of datacollection consistent with the present disclosure.

FIGS. 9-13 are screenshots of the user interface provided by theplatform illustrating the workspace portal including a messagemanagement interface for providing users with the ability to view (viaan inbox) and/or interact with message data between participants andusers.

FIGS. 14-23 are screenshots of the message management interface furtherillustrating a workflow of a user being alerted to an ambiguous orotherwise unrecognizable participant response and the user furtherinferring intent of the participant.

FIGS. 24-28 are screenshots of the user interface provided by theplatform illustrating the workspace portal including a program interfacefor providing users with the ability to view and/or interact with schoolrelated programs and their associated automated outbound messages and/orautomated responses scheduled for delivery to targeted participantswithin specific programs.

FIGS. 29-31 are screenshots of the user interface provided by theplatform illustrating the workspace portal including a participantinterface for providing users with the ability to view and/or manipulatedata within specific participant profiles, as well as personalize andschedule an outbound text message targeted to specific participants.

FIGS. 32-38 are screenshots of the user interface provided by theplatform illustrating the tools portal including a user managementfeatures for allowing users with administrative capabilities to manageuser access to the platform, including creation, deletion, and editingof user profiles.

FIG. 39 is screenshot of the user interface provided by the platformillustrating the workspace portal including a dashboard interface forproviding metrics related to participant engagement and the like.

For a thorough understanding of the present disclosure, reference shouldbe made to the following detailed description, including the appendedclaims, in connection with the above-described drawings. Although thepresent disclosure is described in connection with exemplaryembodiments, the disclosure is not intended to be limited to thespecific forms set forth herein. It is understood that various omissionsand substitutions of equivalents are contemplated as circumstances maysuggest or render expedient.

DETAILED DESCRIPTION

By way of overview, the present invention provides systems and methodsfor providing a short message service (SMS) platform for providingintuitive, semi-automated, large-scale, two-way text messagingcommunication between a client or customer (e.g., business or company)and participants/recipients tied to, or otherwise associated with, theclient or customer.

The platform provides a consolidated web-based interface with which theclient/customer may interact to manage the handling of participant dataand to further manage the transmission of targeted outgoing textmessages as well as the receipt of incoming text messages from aparticipant. The web-based interface further allows for theclient/customer to automate the handling of an incoming text messagesand data associated therewith, including, but not limited to, databaseupdates, creation of automated responses to incoming text messages, andother actions, such as analysis of participant engagement based onparticipant response and output of engagement metrics.

The platform is generally configured to create profiles for eachparticipant based on input of participant data input as well as ongoingcollection of participant data. The web-based interface allows for oneor more users associated with the client/customer to create and scheduleautomated outbound messages to be sent to targeted participants based,at least in part, on specific participant profile variables or criteria,as determined by the client/customer. Accordingly, outbound messages canbe personalized to a targeted subset of participants, as opposed to asingle, massive text message to all participants. The outbound messagesare two-way capable, in that, a participant is able to respond to anoutgoing text message by sending an incoming response text message, atwhich point, the platform is configured to provide hybrid-like responsemanagement approach in addressing participant responses. In particular,the platform is configured to route a participant's response textmessage to an inbox provided in the web-based interface, at which pointone or more users associated with the client/customer have the abilityto review the participant's response message and determine whether theywish to reply directly to the participant and/or further direct anautomatic action to be taken by the platform's automated responsesystem. For example, in some embodiments, in addition to allowing for auser to directly respond, the platform may be configured to take one ormore actions in response to the participant's response text message. Theone or more actions may be determined by predefined rules or protocolsset by one or more users associated with the client/customer. Forexample, the platform may be configured to update a participant'sprofile with data derived from the response text message, as well asfurther determine whether additional outgoing messages are required inresponse. By continually updating a participant's profile, certainparticipants may no longer fall within the specific participant profilevariables, and thus may no longer receive automated messages originallytargeting them.

In some instances, a participant's response text message may be unclear,in that their response does not fall within the confines of theallowable (or recognizable) response (e.g., yes, no, etc.). Accordingly,the web-based interface provides such unclear responses for one or moreusers associated with the client/customer to review and specify theparticipant's intent. For example, the platform may flag, or otherwisemark, the incoming participant message indicating the message isunclear. At this point, one or more users associated with and havingaccess to the participant are able to intervene and use human intuitionto decipher and determine a participant's intent in their response. Theplatform may include machine learning and/or natural processingtechnologies so as to learn and subsequently infer intent for futureincoming text messages from the participant, based on the user'sintervention for any unclear text messages. Accordingly, rather thanbeing limited to a fully automated response system, the platform of thepresent invention provides a hybrid-like response approach whichcombines the benefits of an automated process with the insight of ahuman.

The present invention provides numerous advantages over current systems.The platform's functionality targets high-volume, large participantinteractive communications in which data can inform the timing andcontent of a message to make it highly relevant to participants.Accordingly, the intelligent text messaging platform of the presentinvention delivers high participant engagement and statisticallysignificant outcomes, thereby empowering customers/clients to leveragetext messaging to produce real results and engagement in acost-effective way.

It should be noted that the systems and platform described herein mayutilize other communication standards and may not rely solely on SMS forthe transmission of messages. For example, in some embodiments, inaddition, or alternatively, to communicating text messages, the platform12 of the present invention may be configured to utilize multimediamessaging service (MMS) for the transmission and receipt of multimediacontent (e.g., images, video, audio, etc.). Accordingly, the platform ofthe present invention may further allow for the sending and receiving ofmultimedia content, in addition to text messages, to and fromparticipants. It is further contemplated that other messaging channelsmay also be provided by a platform of the present invention (e.g.,social media messaging applications and the like).

The following description includes exemplary embodiments of the presentinvention in which the SMS platform is utilized by a client or customerassociated with student related services, such as, for example, collegeand/or career counseling services targeting prospective students (e.g.,high school juniors and/or seniors) or current students. However, itshould be noted that embodiments of the SMS platform described hereinmay be used by clients/customers providing other types of services andis not limited to the examples described herein.

Accordingly, as described in greater detail herein, the SMS platform ofthe present invention is configured to manage the transmission andreceipt of SMS text messages to and from students (e.g., also referredto herein as “participants” and/or “recipients” interchangeably) in anintuitive manner so as to improve student engagement with the service.The research-driven intelligence of the platform can ensure each messageis relevant for each student, delivering a personalized experience tokeep students engaged and on track. The platform enables aclient/customer to use existing data to ensure the right text reachesthe right student at the right time, improving outcomes such as collegeattainment, persistence, attendance and more.

FIG. 1 illustrates one embodiment of an exemplary system 10 consistentwith the present disclosure. As shown, the system 10 includes an SMScommunication management system (or platform) 12 embodied on aninternet-based computing system/service. For example, as shown, theplatform 12 may be embodied on a cloud-based service 14, for example.The platform 12 is configured to communicate and share data with aclient/customer 16 (comprising one or more users 17, described ingreater detail herein) and one or more participants/recipients 18 over anetwork 20. More specifically, the platform 12 provides a consolidatedweb-based interface (described in greater detail herein) with which theclient/customer 16 may interact to manage the handling of participantdata and to further manage the transmission of targeted outgoing textmessages as well as the receipt of incoming text messages from aparticipant. The platform 12 is further configured to transmit andreceive outgoing and incoming text messages to and from one or moretargeted participants 18, as determined by predefined, automatedmessaging protocols and/or personalized messaging by the users 17 of theclient/customer 16. Accordingly, the users 17 may utilize any knownweb-enabled computing device configured to communicate with the platform12 and further access the user interface provided thereon. The one ormore participants 18 may generally utilize a mobile device configured tosend and receive SMS text messages.

The system 10 may further include an external computing system/server 22configured to communicate with at least the cloud-based service 14, andsubsequently the platform 12, via the network 20. The external computingsystem/server 22 may be embodied as a remote server, for example, forcommunicating with the platform 12 and for performing the otherfunctions described herein. Similarly, in some embodiments, the platform12′ may be embodied on the external computing system/server 22. In theembodiments described herein, the external computing system/server 22may be embodied as a remote server having one or more databasesassociated with the platform 12, as will be described in greater detailherein.

The network 20 may represent, for example, a communications protocolassociated with, or otherwise configured to transmit data associatedwith, a short message service (SMS). Accordingly, the network 20 may beany network that carries data via SMS protocols. Non-limiting examplesof suitable networks that may be used as network 20 include varioussecond generation (2G), third generation (3G), fourth generation (4G)cellular-based data communication technologies, Wi-Fi wireless datacommunication technology, the internet, other networks capable ofcarrying data, and combinations thereof. In some embodiments, network 20is chosen from the internet, at least one wireless network, at least onecellular telephone network, and combinations thereof. As such, thenetwork 20 may include any number of additional devices, such asadditional computers, routers, and switches, to facilitatecommunications. In some embodiments, the network 20 may be or include asingle network, and in other embodiments the network 18 may be orinclude a collection of networks.

FIG. 2 is a block diagram illustrating the system 10 of FIG. 1 ingreater detail. As previously described, one specific example includesthe client/customer 16 being associated with student related services,such as, for example, college and/or career counseling services.Accordingly, the users 17 may include staff members or individualsemployed by the client/customer 16, such as, for example, an accountadministrator 24, a program administrator 26, and a counselor/advisor28. Each of the different users 17 may generally have different levelsof access to the participant data and different levels of datamanipulation capabilities (e.g., editing participant data, editingautomated outgoing messages, editing automated response messages, etc.).Furthermore, depending on a user's role, their level of access may belimited to a confined set of data. For example, a counselor/advisor 28may only be allowed to access a subset of participants to which theywere assigned, while an account administrator 24 has full access andediting capabilities to all participants and associated messaging data.

The users 17 may generally access the platform 12 and exchange datatherewith via the network 20 by any known computing device so as tofurther access the user interface provided by the platform 12. Forexample, at least one of the user devices may be embodied as, withoutlimitation, a computer, a desktop computer, a personal computer (PC), atablet computer, a laptop computer, a notebook computer, a mobilecomputing device, a smart phone, a cellular telephone, a handset, amessaging device, a work station, a distributed computing system, amultiprocessor system, a processor-based system, and/or any othercomputing device configured to store and access data, and/or to executesoftware and related applications consistent with the presentdisclosure.

In keeping with the above example of the client/customer 16 beingassociated with student related services, the one or more participants18 include students (student a through student n). The students are ablecommunicate with the platform 12 via any know mobile device (shown asmobile devices 30 a-30 n) configured to receive and send SMS textmessages via the network 20. For example, the mobile devices 30 may beembodied as, without limitation, a smart phone or cellular telephone.

It should be noted that, for sake of simplicity and ease of description,the illustrations of FIGS. 1 and 2 (and FIGS. 3 and 4) show directpathways of communication between the SMS communication managementsystem 12 and either of the client/customer 16 and participant/recipient18. However, as generally understood, such pathways of communicationbetween the SMS communication management system 12 and either of theclient/customer 16 and participant/recipient 18 may include multiplehops between a user's or participant's mobile device 30, for example,and the SMS communication management system 12. Such a communicationnetwork or pathway is generally illustrated in FIG. 2A, described ingreater detail herein.

Referring to FIG. 2A, a block diagram illustrates one embodiment of acommunication network for allowing communication and exchange of databetween the SMS communication management platform 12 and the mobiledevices 30 of one or more participants 18. As shown, the communicationpathway includes multiple intermediaries for receiving and relaying data(in a multiple hopping fashion) transmitted between the mobile device 30and the SMS communication management platform 12.

For example, the communication pathway may include a wireless provider.The wireless provider may include, for example, mobile network operatoror MNO, also known as a wireless service provider, wireless carrier,cellular company, or mobile network carrier. The communication pathwaymay further include a Short Message service center (SMSC), whichgenerally servers as a network element in a cellular network and capablefor storing, forwarding, converting, and delivering SMS messages. Thetasks of an SMSC can be described as: reception of SMS messages (e.g.,text messages) from wireless network users; storage of text messages;forwarding of text messages; delivery of text messages to wirelessnetwork users; and maintenance of unique time stamps in text messages.When a message is sent, the message gets stored in the SMSC whichdelivers it to the destination user when they are available (a store andforward option). The SMSC may also be responsible for handling the SMSoperations of a wireless network. For example, when an SMS message issent from a mobile phone, it will reach an SMSC first, and then the SMSCforwards the SMS message towards the destination. Accordingly, the mainfunction of an SMSC is to route SMS messages and regulate the process.In the event that a recipient is unavailable (for example, when themobile phone is switched off), the SMSC will store the SMS message andwill forward the SMS message when the recipient is available and themessage's expiry period is not exceeded.

The communication pathway may further include an outside serviceprovider for providing technology and business services to a mobilenetwork operator to enable the operator to provide their subscriberswith access to voice calling, messaging, data and other services asusers move across networks around the world. Such an outside serviceprovider may include SYNIVERSE, for example. The communication pathwaymay further include a cloud-computing service provider. Thecloud-computing service provider may be configured to provide webservice APIs, for example, to allow software developers, and the like,to programmatically make and receive phone calls and send and receivetext messages using the cloud-computing service offered. It should benoted that the multiple hopping communication pathway illustrated inFIG. 2A is merely exemplary and may include only some of theintermediaries described herein.

FIG. 3 is a block diagram illustrating at least one embodiment of a SMScommunication management platform 12 in greater detail. As shown, theplatform 12 may include an interface 32, a security management module34, a data collection and management module 36, a message creation andmanagement module 38, and one or more databases 40 for storage of dataassociated with the one or more users 17, participants 18, messages(sent, received, and scheduled to send), automated message programs(e.g., automated outgoing programs, automated response programs, etc.),and the like.

The platform 12 provides users 17 (upon passing a security verificationprocess) with a web-based interface 32 with which the users 17 mayinteract so as to manage the handling of student data and to furthermanage the transmission of targeted outgoing text messages as well asthe receipt of incoming text messages from a student. The web-basedinterface 32 further allows users 17 to automate the handling of anincoming text messages and data associated therewith, including, but notlimited to, database updates, creation of automated responses toincoming text messages, and other actions, such as analysis of studentengagement based on student response and output of engagement metrics.As will be described in greater detail herein, particularly with regardto screenshots of FIGS. 9-39, the interface 32 generally provides aportal including various interfaces (e.g., message management interface,program interface, participant interface, dashboard metrics interface,tools interface) providing users 17 with the ability to view and/ormanipulate or interact with message, participant, and message programdata (depending on the user's access level or security clearance).

FIG. 4 is a block diagram illustrating the security management module 34provided by the SMS communication management platform 12. The securitymanagement module 34 includes authentication and access architecturebased on relationship groups that align users 17 with one or multiplegroups depending on the users 17 role (e.g., account administrator,program administrator, and counselor/advisor). For example, as part ofthe authentication and access architecture, the platform 12 isconfigured to screen a user 17 attempting to access the interface 32 byverifying the credentials of the user 17 and determining whether theyare registered with the platform 12, and, if so, will provide said user17 with an interface limiting access to only the data to which theverified user 17 is permitted. For example, the verification process mayinclude a typical login scenario in which a user must log in to theplatform 12 by providing credentials (e.g., username, password, etc.),wherein the platform 12 will compare the credentials with a userdatabase 42 composed of user profiles 44(1)-44(n) to determine whetherthe user is allowed access. The platform 12 may be configured to collectan identity of a user requesting access, characteristics of the userrequesting access, the type of access requested, identity andcharacteristics of message or student data requested to be accessed, anda combination thereof. The characteristics of the user requesting accessmay include, for example, user credentials, user role with respect tothe account, user assignment to one of a plurality of programs in theaccount, and a combination thereof. The security management module 34may then compare the collected data against user profiles 44 so as todetermine whether the user may have access to the specific data they areattempting to access.

Upon gaining access to the platform 12, the interface 32 may generallyprovide a user with a portal or workspace. As generally understood, theportal or workspace is in the form of an interface (e.g., but notlimited to graphical user interface (GUI)) provided on the user'scomputing device through which a user may interact with the platform 12.The user interface 32 provides consistent access to data and informationthat a specific user is permitted to have access to. For example, useraccess to data may be limited based on user credentials (e.g.,role-based access). For example, the platform 12 may further utilize arole database 46 which includes a number of role profiles 48(1)-48(n)for trusted users, in which users may have limited roles, as previouslydescribed. Accordingly, the portal displayed to a counselor/advisor 28may provide limited access to message communication-related information,as well as message management tools and options, due to the role of thecounselor/advisor 28. Alternatively, the portal displayed to an accountadministrator 24 may provide full access to all messagecommunication-related information and further provide all messagemanagement tools and options.

As previously described, users 17 are different than participants 18, inthat the users 17 are generally responsible for monitoring and managingmessaging programs via the web-based interface 32 application. Thedifferent users 24-28 have different responsibilities to a messagingprogram. For example, an account administrator 24 may be able to viewand manage all programs and participants in an account. Administratorsmay further have the ability to invite users to the web application(with account administrator permissions or lower), and they can view andrevoke all account users access to the application. Accountadministrators 24 may generally have all permissions available to usersat a lower access level. A program administrator 26 may be able to viewand manage specific programs and their associated participants in anaccount. The program administrator 26 may further be able to inviteusers to the web application (with Program administrator permissions orlower). They can view and revoke access to any user with access to theprograms they administer. They have all permissions available to usersat a lower access level. A counselor/advisor 28 may have access to asubset of participants in a specific program. The counselor/advisor 28may further be able to send messages, and update the participant profilefor those participants to which they have access.

Accordingly, presentation of information on the portal or workspace maybe focused on the required actions and information generated related tothose actions to support the user in completing actions without puttingthe burden on the user to find items that need attention. As will bedescribed in greater detail herein, the portal or workspace may presentthe users with one or more of message management interface, programinterface, participant interface, dashboard metrics interface, toolsinterface, and further allow the user to navigate the differentportals/workspaces (shown in FIGS. 9-39) to view specific information orutilize tools.

FIG. 5 is a block diagram illustrating the data collection/managementmodule 36 and the message creation/management module 38 in greaterdetail and their interaction with databases 40 storing associated withthe one or more user and participant profiles, messages (sent, received,and scheduled to send), and automated message programs (e.g., automatedoutgoing programs, automated response programs, etc.). As will bedescribed in greater detail herein, the data collection/managementmodule 36 is configured to receive data, including, but not limited to,input data from one or more users 17, as well as data associated withincoming text message responses from students 18 and further manage theupdating of databases 40. The message creation/management module 38 isconfigured to provide users 17 with a means of creating or editing atleast one of personalized and automated outgoing scheduled textmessages, personalized and automated response text messages,personalized on-the-fly text messages, and the like.

The cornerstone of the SMS communication management platform 12 of thepresent invention is the ability to schedule a set of messages to besent to one or more participants in a program. The ability to automatetargeted communications takes the guesswork out of communicating withparticipants at scale, and allows client/customer 16 to focus theirresources engaging interested participants. As previously described, theweb-based interface 32 allows for one or more users 17 to create andschedule automated outbound messages to be sent to targeted participantsbased, at least in part, on specific participant profile variables orcriteria. Accordingly, the message creation/management module 38 isconfigured to interact with a participant database 50, comprisingparticipant profiles 52(1)-52(n), and at least a message programdatabase 58, comprising various message program profiles 60(1)-60(n), soas to create a program specific message based on specific participantdata.

Each program defines a set of data points (a schema) that are collectedabout each of the enrolled participants. In order to enroll in aprogram, a participant record or profile must include values for eachelement in the program schema; (these names and values make up aparticipant's profile and provide the basis not only for messagepersonalization, but also conditional messages). Accordingly, aparticipant profile 52 may include data relevant to the context of theservice provided by the client/customer 16. For example, in thisinstance of the service being related to college and/or careercounseling services targeting prospective students (e.g., high schooljuniors and/or seniors) or current students, the data in the participantprofile may include basic information such as name, date of birth,residence or zip code, phone number, email, grade level, GPA, as well asmore detailed information such as group or program to which they areassigned, and details surrounding college specifics such as applicationstatus, financial aid status, scholarship status, SAT score, FAFSAcompletion status, and the like.

Each program can contain zero or more datasets. Datasets are simplekey-value stores that contain information relevant to all participantsin a program. Typically, the keys in a dataset are defined in aprogram's schema, so data can be looked up for each participant. Forexample, a dataset may contain a set of registration locations keyed onzip code. The field zip code is part of the program schema, and eachparticipant has their zip code in their profile, so the program can lookup the registration location for a given participant based on their zip.

The client/customer 16, and, in some instances, one or more users 17,may define specific program messages. The message definitions includeone or more of the following data: date and time the message is to besent they are to be sent; criteria that determine which participantsreceive the message; and personalized message content. Once theclient/customer 16 has defined the messages, they are imported into themessage program database 58 via a proprietary program definitionlanguage (PDL), as will be described in greater detail herein.

The platform 12 provides customers the ability to send messages atscale, and interact with their constituents via an easy to use, familiardesktop interface modeled after an email client. The PDL is used todescribe how the platform 12 should schedule, personalize, and respondto SMS messages. Specifically, the PDL is a proprietary domain specificlanguage (DSL) that uses JSON or YAML to create an abstract syntax treethat is evaluated periodically to inform the application on what actionsto take. PDL expressions are evaluated by another piece of proprietarysoftware (Lispy) configured to provide a simple type system formessaging programs. The PDL has two major sections that are used todefine the messaging program; 1) the outgoing message definitions; and2) incoming message handlers. A developer utilizes the Lispy expressions(or constants) to define the properties of an outbound message, sendtime, recipients, and content. Another important aspect of the outboundmessage definition is its ability to load an incoming message handler(message listener). Handlers describe actions that are to be performedwhen messages are received. Each handler evaluates a Lispy expression todetermine which actions to perform. A common example is to take anaction based on the content of received message, but any Lispyexpression that evaluates to a Boolean value can be used to determinewhich action to take. The PDL of the present invention is configured tosupport one or more of the following actions: send a message to theperson that sent the received message; update a field in the sender'sprofile; join a security group; leave a security group; send a messageto someone other than the participant; update a profile field on arelated participant; flag message; enroll/un-enroll the sender in aprogram; stop/start receiving messages; and a combination thereof.

Handlers are loaded when messages are sent out, and unloaded aftertaking action on a received message. There is also a specialized set ofhandlers (Global Handlers) which are loaded for the duration of theprogram, and fire whenever a message is received, before any messagespecific handlers. Global handlers can perform the exact same actions asmessage handlers, the only difference is the duration for which they areloaded.

In order to encourage engagement, the platform 12 includes a complex setof message personalization features which ensure the relevancy ofmessage content and timing. For example, the platform 12 may allow forthe creation of conditional messaging. Program messages may be sent toactive, enrolled participants so long as they meet the message criteria.The client/customer 16 may define message criteria for each programmessage while designing the program. Message conditions can be blank,meaning the message goes to all participants in the program, or theconditions can be set based on any one or more participant profilevariables that determine which participants to send the program message.For example, a program message with a condition of age=25 andlocation=New York will only be sent to those participants who both havethe value 25 in their age variable and New York in their locationvariable. Each message can contain any number of conditions, and it willbe sent so long as the condition evaluates to ‘true’ for a givenparticipant.

FIGS. 6-8 are block diagrams illustrating one embodiment of datacollection consistent with the present disclosure. Data may be collectedvia a number of independent applications that communicate asynchronouslyvia an AQMP compliant message bus. FIGS. 6-8 illustrate high levelarchitecture diagrams enumerates various software components. Theseus isa set of technologies that end-users (human or machine) interact withand Presta is a set of technologies that are used to create/schedule &send the SMS messages. Both Theseus and Presta communicateasynchronously using an AQMP compliant message bus. Each of thesecomponents is further broken down into various application daemons thatalso communicate via the same mechanism.

As previously described, outbound messages are two-way capable, in that,a participant is able to respond to an outgoing text message by sendingan incoming response text message, at which point, the platform isconfigured to provide hybrid-like response management approach inaddressing participant responses. In particular, the platform isconfigured to route a participant's response text message to the inboxprovided in the web-based interface, at which point one or more usersassociated with the client/customer have the ability to review theparticipant's response message and determine whether they wish to replydirectly to the participant and/or further direct an automatic action tobe taken by the platform's automated response system. For example, insome embodiments, in addition to allowing for a user to directlyrespond, the platform may be configured to take one or more actions inresponse to the participant's response text message. The one or moreactions may be determined by predefined rules or protocols set by one ormore users associated with the client/customer. For example, theplatform may be configured to update a participant's profile with dataderived from the response text message, as well as further determinewhether additional outgoing messages are required in response. Bycontinually updating a participant's profile, certain participants mayno longer fall within the specific participant profile variables, andthus may no longer receive automated messages originally targeting them.

The platform 12 may also allow for the creation of reactive programs.For example, a messaging program can take actions based on incomingmessages. The platform 12 provides for complete control over what eventsto react to, and what actions to take in response to those events.Typically, the programs listen for participant responses and providerelevant, automated responses to message when they are understood. Theplatform 12 further supports a wide-range of other actions includingupdating the participant's profile, or sending a text message to a thirdparty such as a mentor or parent. The platform 12 also allows for thepersonalization of message content. Program messages can be personalizedwith data from a participant's profile or a program dataset.

Accordingly, every message is unique, well-timed, and relevant to eachstudent. Student information is continually updated so as to drivemessage personalization based on the most recent data available.Participant profiles are used and referenced so as to customize textcontent, timing of delivered messages, and filter who receives whichmessage. The messages can be scheduled around key milestones, dates, andinformation.

Furthermore, the message creation/management module 38 is configured toaccount for student responses and the data associated therewith, whichcan trigger automatic pre-programmed follow-ups and/or alert users tointervene if an incoming message is unclear. For example, in someinstances, a participant's response text message may be unclear, in thattheir response does not fall within the confines of the allowable (orrecognizable) response (e.g., yes, no, etc.). Accordingly, the web-basedinterface provides such unclear responses for one or more usersassociated with the client/customer to review and specify theparticipant's intent. For example, the platform may flag, or otherwisemark, the incoming participant message indicating the message isunclear. At this point, one or more users associated with and havingaccess to the participant are able to intervene and use human intuitionto decipher and determine a participant's intent in their response. Theplatform may include machine learning and/or natural processingtechnologies so as to learn and subsequently infer intent for futureincoming text messages from the participant, based on the user'sintervention for any unclear text messages. Accordingly, rather thanbeing limited to a fully automated response system, the platform of thepresent invention provides a hybrid-like response approach whichcombines the benefits of an automated process with the insight of ahuman.

FIGS. 9-13 are screenshots of a portal 100 provided by the provided bythe web-based interface 32 which may be tailored to a specific user forpresenting message data between users and participants, as well assecurity posture management tools and options. As generally understood,the portal 100 is in the form of an interface (e.g., but not limited tographical user interface (GUI)) provided on the user's computing devicethrough which a user may interact with the platform 12.

As shown, the portal 100 generally provides an initial banner 102 inwhich a user's identity may be presented, as well as other details(e.g., access level, etc.). The portal 100 further provides the variousinterfaces 104 for providing relevant information. As shown in FIGS.9-13, for example, the current interface is selected is a messagemanagement interface 105 for providing users with the ability to view(via an inbox) and/or interact with message data between participantsand users. As shown, student text messages are routed into apersonalized, web-based inbox for each counselor of staff member,allowing the counselor to read the student's message just like checkingWeb email. Accordingly, students can text replies to advisors andadministrators, rather than a blast response text. The ability to sendand receive messages is a key component of the platform 12. Users areable view messages in a web-based application with a familiar mailboxstyle interface. This allows our customers to interact with participantsat scale, unencumbered by small screens and virtual keyboards.

It should be noted that the inbox is different than the typical inboxthat is generally associated with email applications and the like. Forexample, typical inbox formats are commonly limited to a single userlogged into the email application and thus having sole access andinteraction with the inbox and the contents provided. The inbox of thepresent invention allows for simultaneous access by multiple users, suchthat any actions taken for a given message (e.g., reading of incomingtext message responses, replies sent, etc.) and/or updating of data,such as a participant's profile, can be seen in real- or near real-timeby all users logged into the simultaneous inbox. While the platform 12may generally allow for multiple users to view certain message contentin the simultaneous inbox, the access levels still dictate who can andcannot interact with certain participant data and messages (e.g.,counselor 1 is limited to their set of participants and counselor 2 islimited to their set of participants, but both counselors can be loggedinto the simultaneous inbox).

A user may be presented with a list of programs 106 from which they mayfilter out messages based on the program selected. The portal 100further provides tools 108 for allowing certain actions to be taken forany given message. For example, as shown in FIG. 10, actions 110 may betaken, such as marking a message as read or unread, as well as flaggingor unflagging a message. FIG. 11 illustrates additional view tools 112for manipulate the presentation of text messages (differentiatingbetween flagged, listened, unlistened). Messages are unread until theuser explicitly marks it read, either from the inbox or the conversationview. Messages in the inbox can be marked as a priority by selecting aUI element next to the message. Flagged messages can be viewed in amessage list. Users can be notified when inbox message levels exceed acertain point, or based on any other customized trigger for notificationso messages are not overlooked or not responded to in a timely manner.

The platform 12 can send 160-character text messages (SMS) or multimediamessages (MMS) to any supported US mobile number from a pre-determinedlong-code (10-digit number) or leased short-code (4-6 digit number). Theplatform 12 can receive inbound 160-character text messages (SMS) ormultimedia messages (MMS) from any supported US mobile number. InboundSMS text messages are collected and displayed using an email inboxmetaphor, where they can easily switch between viewing all messagesreceived, only unread messages. Users access their inbox screen uponlogging into the application.

The message management interface 105 allows for the viewing andmanipulation of messages (both sent and received), and, in someinstances, the creation of personalized response messages to thestudent. For example, as shown in FIG. 12, users with the appropriatepermission can view participant's 114 message history for a program.Upon selected a specific participant, the portal 100 provides a view ofthe participant's profile data 116, as well as the message history 118.Within the view for each individual participant detail view (alsoreferred to as the participant message view), next to the messageconversation 118 is the participant profile 116. The profile is uniqueto each program, separated by tabs within the page, therefore makingprogram-specific data only viewable to those users who have access toboth the participant and the program where the data is being capturedand managed. Participant profiles can contain any number of variables,all of which are customizable by name and function. Users have access toview and edit each variable.

The message history 118 is a conversation comprised of the programmessages sent by the application 120 a-120 c, replies from theparticipant 122, and ad-hoc messages users have sent to the participantindividually 124. Each message in the conversation is annotated with thefollowing information: direction (inbound/outbound), sent/received time,the sender, and whether or not the message has been flagged. Any userwith rights to a participant is able to send them an SMS message via theweb application. In FIG. 13, a user is able to create a message 128(following up to the last outbound message 126) and can further schedulethe message for a future date and time.

FIGS. 14-23 are screenshots of the message management interface furtherillustrating a workflow of a user being alerted to an ambiguous orotherwise unrecognizable participant response and the user furtherinferring intent of the participant. As previously described, theplatform 12 is configured to account for student responses and the dataassociated therewith, which can trigger automatic pre-programmedfollow-ups and/or alert users to intervene if an incoming message isunclear. For example, in some instances, a student's response textmessage may be unclear, in that their response does not fall within theconfines of the allowable (or recognizable) response (e.g., yes, no,etc.). Accordingly, the web-based interface provides such unclearresponses for one or more users to review and specify the student'sintent.

For example, as shown in FIG. 14, a response from student Leonila Barnesincludes the expression “no I'm not sure how to do it”, which may not berecognized as an acceptable response. Accordingly, this response wasflagged, or otherwise marked, so as to alert the associated user andrequire their intervention to infer the student's intent, as the systemdoes not understand this expression.

As shown in FIG. 15, at this point, a user may click on the actionrequired link, which may populate information related to the outboundmessage eliciting the response and the acceptable responses (e.g., yes,no, or no action/not relevant). The user may further choose the intendedresponse by reviewing the student's expression “no I'm not sure how todo it” and inferring that the student meant “no” (see FIG. 16). Uponselecting the intended response, the system updates and now the messagestatus has been determined, based on the user's inferred intent (seeFIG. 17), removing the alert.

Additionally, or alternatively, the user may decide to directly contactthe student with a message so as to confirm the student's intent and/orfollow up to the student's question. For example, as shown in FIG. 18,the user may compose a simple text message in which the user isresponding to the student's expression “no I'm not sure how to do it” bysending a reminder and further asking if the student requires anyanswers.

In a similar example, as shown in FIG. 19, a response from studentJacquelyn Webb includes the expression “yeah I did it last week”, which,again, may not be recognized as an acceptable response. Accordingly,this response was flagged, or otherwise marked, so as to alert theassociated user and require their intervention to infer the student'sintent, as the system does not understand this expression.

As shown in FIG. 20, at this point, a user may click on the actionrequired link, which may populate information related to the outboundmessage eliciting the response and the acceptable responses (e.g., yes,no, or no action/not relevant). The user may further choose the intendedresponse by reviewing the student's expression “yeah I did it last week”and inferring that the student meant “yes” (see FIG. 21). Upon selectingthe intended response, the system updates and now the message status hasbeen determined, based on the user's inferred intent (see FIG. 23),thereby removing the alert. Again, as shown in FIG. 22, the user maydecide to directly contact the student with a message, to therebyconfirm the student's intent and/further provide any additionalinformation to the student. For example, as shown in FIG. 22, the usermay compose a simple text message in which the user acknowledges thestudent's response and further directs the student to additionalinformation that they may need.

The platform may include machine learning and/or natural processingtechnologies so as to learn and subsequently infer intent for futureincoming text messages from the participant, based on the user'sintervention for any unclear text messages. Accordingly, rather thanbeing limited to a fully automated response system, the platform of thepresent invention provides a hybrid-like response approach whichcombines the benefits of an automated process with the insight of ahuman.

FIGS. 24-28 are screenshots of the portal 100 illustrating a programinterface for providing users with the ability to view and/or interactwith school related programs 130 and their associated automated outboundmessages and/or automated responses 132 scheduled for delivery totargeted participants within specific programs. When a user initiallylogs into the school-related program 130 interface, they are presentedwith details 134 associated with the program. The user can then furtherselect from a group of tools 132, including a message calendar,importing participants (ability to invite and gather data fromparticipants), exporting participant data, and the auto responder tool.FIG. 25 illustrates selection of the message calendar 134 feature. Userscan view a list of messages scheduled for a participant. This listincludes both program messages, and ad-hoc messages that users havescheduled for the given participant (see 138 a, 138 b). Users can viewthe initial set of messages, indicated by arrow 140, that comprised themessaging program in a calendar view 134. As shown in FIG. 26, a usercan view the message details 142. These messages can be edited anddeleted, as shown in FIG. 27. For example, a user may include additionalcontent to the message, indicated by arrow 144. It should be noted thatthe platform 12 includes a text character widget configured to providethe user with a visual count of characters in the message and furtherprovide an indication of when the user exceeds the standard160-character limit, as indicated by arrow 146. The widget is unique inthat it further calculates the additional characters over the160-character limit and outputs and indication of the number of separatetext messages that will be sent so as to cover the entire message (whichexceeds the single message 160-character limit).

FIG. 28 illustrates selection of the auto responder feature 148.Depending on the access level of the user, an automated response to anincoming response from a student may be created. The user may be able tocreate an outbound message to be sent to all participants in aparticular group, utilizing the field box 150 and can further schedulethe message for a future date and time.

FIGS. 29-31 are screenshots of the portal 100 illustrating a participantinterface 152 for providing users with the ability to view and/ormanipulate data within specific participant profiles, as well aspersonalize and schedule an outbound text message targeted to specificparticipants. As shown in FIG. 29, a user can filter betweenparticipants based on the program 154 to which the participants areassigned, thereby presenting a list of associated participants 156. Asshown in FIG. 30, the user may then select a specific set ofparticipants, indicated by arrow 158, and further utilize an action tool160 so as to schedule a message to be sent to those selectedparticipants. Referring to FIG. 31, a bulk outbound message 162 may besent to the selected participants 164, wherein the user may compose thecontent of the message 166 and further schedule the message to be sent,either immediately or at a future date and time.

FIGS. 32-38 are screenshots of the portal 100 illustrating the toolsinterface including user management features 168 for allowing users withadministrative capabilities to manage user access to the platform,including creation, deletion, and editing of user profiles. FIG. 32illustrates the initial details 170 of the user currently logged intothe interface 32. FIG. 33 illustrates selection of the user managementfeature 172, which allows for a user (having the appropriate level ofclearance) to modify permission levels, or activate/deactivate users174. FIG. 34 illustrates selection of a particular user 176 and a listof the permission levels 178 and further a tool 180 for modifying rolesof the user. Within the user management feature 172, a user can select apending invitations feature 182 to further review, or cancel invitationsto users 184 not yet registered with the platform 112, as shown in FIG.35. In FIG. 36, a user can select an invited user 186 and further reviewtheir proposed list of roles 188. As shown in FIG. 37, still within theuser management feature 172, a user can select an invitation feature 190to further invite new users to register with the platform 112. As shownin FIG. 38, during the invite process, specific roles for an inviteduser can be selected.

FIG. 39 is screenshot the portal 100 illustrating a dashboard interface192 for providing metrics related to participant engagement and thelike. As a complement to the powerful messaging capabilities, theplatform 12 is configured to provide reports for users on the activity,results, and outcomes of programs and messages. The dashboard interface192 includes standard messaging metrics such as the number and type ofmessages by date and program, participants, unique participantresponses, response rates, and average response time. Programadministrators can export participant data, and dashboard metrics fromthe system.

The SMS communication management platform 12 of the present inventionprovides numerous benefits. The platform 12 is configured to for massengagement via text messaging by allowing the transmission ofpersonalized messages to participants to encourage maximum engagementwith the sender. The two-way messaging provided by the platform 12allows clients/customers (e.g., businesses, organizations, etc.) tomaximize their staff resources, and ensure participants can get theanswers they need. The platform 12 is particularly well suited insituations in which participant engagement is crucial, such as in theinstance of college and/or career counseling services targetingprospective students (e.g., high school juniors and/or seniors) orcurrent students. The message creation and management systems offered bythe platform 12 makes sure each message is meaningful to the individualstudent, allowing counselors to engage at the right time with those whoneed the help the most. Furthermore, the unique web-based interfaceprovides user-specific portals or workspaces with unique security andstudent provisioning through which they can interact with the studentsthey work with.

As used in any embodiment herein, the term “module” may refer tosoftware, firmware and/or circuitry configured to perform any of theaforementioned operations. Software may be embodied as a softwarepackage, code, instructions, instruction sets and/or data recorded onnon-transitory computer readable storage medium. Firmware may beembodied as code, instructions or instruction sets and/or data that arehard-coded (e.g., nonvolatile) in memory devices. “Circuitry”, as usedin any embodiment herein, may comprise, for example, singly or in anycombination, hardwired circuitry, programmable circuitry such ascomputer processors comprising one or more individual instructionprocessing cores, state machine circuitry, and/or firmware that storesinstructions executed by programmable circuitry. The modules may,collectively or individually, be embodied as circuitry that forms partof a larger system, for example, an integrated circuit (IC), systemon-chip (SoC), desktop computers, laptop computers, tablet computers,servers, smart phones, etc.

Any of the operations described herein may be implemented in a systemthat includes one or more storage mediums having stored thereon,individually or in combination, instructions that when executed by oneor more processors perform the methods. Here, the processor may include,for example, a server CPU, a mobile device CPU, and/or otherprogrammable circuitry.

Also, it is intended that operations described herein may be distributedacross a plurality of physical devices, such as processing structures atmore than one different physical location. The storage medium mayinclude any type of tangible medium, for example, any type of diskincluding hard disks, floppy disks, optical disks, compact diskread-only memories (CD-ROMs), compact disk rewritables (CD-RWs), andmagneto-optical disks, semiconductor devices such as read-only memories(ROMs), random access memories (RAMs) such as dynamic and static RAMs,erasable programmable read-only memories (EPROMs), electrically erasableprogrammable read-only memories (EEPROMs), flash memories, Solid StateDisks (SSDs), magnetic or optical cards, or any type of media suitablefor storing electronic instructions. Other embodiments may beimplemented as software modules executed by a programmable controldevice. The storage medium may be non-transitory.

As described herein, various embodiments may be implemented usinghardware elements, software elements, or any combination thereof.Examples of hardware elements may include processors, microprocessors,circuits, circuit elements (e.g., transistors, resistors, capacitors,inductors, and so forth), integrated circuits, application specificintegrated circuits (ASIC), programmable logic devices (PLD), digitalsignal processors (DSP), field programmable gate array (FPGA), logicgates, registers, semiconductor device, chips, microchips, chip sets,and so forth.

Reference throughout this specification to “one embodiment” or “anembodiment” means that a particular feature, structure, orcharacteristic described in connection with the embodiment is includedin at least one embodiment. Thus, appearances of the phrases “in oneembodiment” or “in an embodiment” in various places throughout thisspecification are not necessarily all referring to the same embodiment.Furthermore, the particular features, structures, or characteristics maybe combined in any suitable manner in one or more embodiments.

The terms and expressions which have been employed herein are used asterms of description and not of limitation, and there is no intention,in the use of such terms and expressions, of excluding any equivalentsof the features shown and described (or portions thereof), and it isrecognized that various modifications are possible within the scope ofthe claims. Accordingly, the claims are intended to cover all suchequivalents.

INCORPORATION BY REFERENCE

References and citations to other documents, such as patents, patentapplications, patent publications, journals, books, papers, webcontents, have been made throughout this disclosure. All such documentsare hereby incorporated herein by reference in their entirety for allpurposes.

EQUIVALENTS

Various modifications of the invention and many further embodimentsthereof, in addition to those shown and described herein, will becomeapparent to those skilled in the art from the full contents of thisdocument, including references to the scientific and patent literaturecited herein. The subject matter herein contains important information,exemplification and guidance that can be adapted to the practice of thisinvention in its various embodiments and equivalents thereof

What is claimed is:
 1. A system for providing intuitive, semi-automatedmanagement of communication data received from one or more mobiledevices over a large-scale two-way communications platform, the systemcomprising: a server configured to manage inbound and outboundcommunications between users associated with a client or customer andparticipants registered with a service provided by the client orcustomer, the server comprising a hardware processor coupled tonon-transitory, computer-readable memory containing instructionsexecutable by the processor to cause the server to: receive, in responseto an outgoing communication message, an incoming communication messagefrom a mobile device of a participant to which the outgoingcommunication message was delivered, wherein the outgoing communicationmessage comprises data including a question or request for an answer orinformation from the participant and the incoming communication messagedata comprises an answer or information in response to the question orinformation request of the outgoing communication message; update aparticipant profile stored in a participant database on-the-fly with theincoming communication message data; and analyze the updated participantprofile to determine one or more actions to be performed.
 2. The systemof claim 1, wherein the analysis of the updated participant profilecomprises a comparison of participant profile data variables withpredefined criteria associated with one or more outgoing communicationmessages scheduled to be transmitted to one or more target participantsfor eliciting participant response.
 3. The system of claim 2, whereinthe predefined criteria comprises a set of requested participant data.4. The system of claim 3, wherein the server is configured toautomatically perform one or more of a first set of actions based on apositive correlation of the participant profile data variables with thepredefined criteria.
 5. The system of claim 4, wherein a positivecorrelation of participant profile data variables with the predefinedcriteria comprises the participant data falling within the scope of therequested participant data.
 6. The system of claim 5, wherein, uponpositive correlation, the server is configured to: determine whether allrequested participant data or a portion of the requested participantdata has been received; automatically remove the participant from a listof targeted participants if all request participant data has beenreceived; and automatically schedule the transmission of one or moreoutgoing communication messages to the mobile device of the participantto elicit additional participant response if a portion of theparticipant data has been received.
 7. The system of claim 3, whereinserver is configured to automatically perform one or more of a secondset of actions based on a lack of correlation of the participant profiledata variables with the predefined criteria.
 8. The system of claim 7,wherein a lack of correlation of participant profile data variables withthe predefined criteria comprises the participant data falling outsidethe scope of the requested participant data.
 9. The system of claim 8,wherein, upon lack of correlation, the server is configured toautomatically schedule the transmission of one or more outgoingcommunication messages to the mobile device of the participant to elicitparticipant response for requested participant data.
 10. The system ofclaim 9, wherein the server is configured to provide an alert to anauthorized user indicating that the received incoming communicationmessage from the participant lacks correlation with the requestedparticipant data of the delivered outgoing communication message. 11.The system of claim 1, wherein the incoming and outgoing communicationmessages are text messages.
 12. The system of claim 11, wherein theserver is configured to transmit and receive the text messages via ashort message service (SMS).
 13. The system of claim 1, wherein at leastone of the incoming and outgoing communication messages comprises atleast one data file selected from the group consisting of: an imagefile, a video file, an audio file, a document file, and a combinationthereof.
 14. The system of claim 13, wherein the server is configured toreceive or transmit the incoming and outgoing communication messages,respectively, via a multimedia messaging service (MMS).